Focus Stocks》Creativity: Muse user growth fell by more than 60% and fell by more than 6%

Creative's stock price weakened today, falling more than 6% at one point. (Taken from the official website)

[Reporter Zhuo Yijun/Taipei Report] Meta (Facebook)'s personal AI assistant Muse was launched last month and sparked a download boom. However, according to the latest market data, its download volume and active user growth have slowed down significantly, and there are signs of fading. The daily net number of users dropped from 198,000 from September 15 to 22 to about 74,000 in the first week of October, a 62.4% drop. Previously, the market had expected Muse to drive the demand for AI agents (Agentic). Excited by the surge in demand for AI, the stock prices of Arm, ASIC (customized chip) and CPU-related stocks have surged. The stock price of domestic ASIC factory Creative (3443) was not affected by the pullback of the market last week, and its performance was relatively strong. It once hit a sky-high listing price of 8,750 yuan. However, the stock price plunged sharply in early trading today, once plunging 6.45%, breaking the 8,000 yuan mark and the 10-day moving average.

As of about 11:13, Creative's stock price fell 4.61%, temporarily trading at 7,975 yuan, with a trading volume of about 1,100 contracts.

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Creative's consolidated revenue in September was 7.145 billion yuan, a record high, a monthly increase of 22.34% and an annual increase of 97.78%. The cumulative consolidated revenue in the first nine months of this year was 44.098 billion yuan, an annual increase of 102.83%.

Creative holds large ASIC orders from the three major CSPs (cloud service providers), Google, Microsoft, and Facebook. As the scale of CSP's self-developed ASIC chips expands, Creative receives production capacity assistance from TSMC (2330), and its revenue grows significantly. As cloud services, optical communications and automotive projects continue to contribute revenue, 3 nanometer and 5 nanometer ASIC design cases continue to increase, the proportion of turnkey (mass production) business increases, and operations continue to heat up.

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